+78.2%
HBAN vs APTV
-55.4%
+133.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.0% | -5.0% | +4.0% | +0.5% |
| 30D | -5.6% | -6.1% | +0.5% | -4.0% |
| 3M | -1.1% | -33.0% | +31.8% | +10.4% |
| 6M | +9.9% | -35.2% | +45.1% | +22.6% |
| YTD | -0.9% | -40.1% | +39.2% | +13.1% |
| 1Y | -1.4% | -45.6% | +44.2% | +16.1% |
| 3Y | +78.2% | -54.4% | +132.6% | +111.0% |
| All | +78.2% | -55.4% | +133.6% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling